YieldMay 2, 2026 · 7 min
Cap Rates by Metro, Q2 2026
Compression has stalled in primary luxury markets; secondary coastal metros show 40–80 bps of expansion year-over-year.
Brief available
Investor Insights
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Original research for principals who treat residential real estate as a portfolio asset, not just a lifestyle choice. Briefs are released quarterly; one-page notes between cycles.
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CycleApril 8, 2026 · 6 min
The 2026 Inventory Inflection
Aged-on-market days at the top end have quietly become our most reliable leading indicator. The signal is now flashing in three of seven markets.
Brief available
CycleApril 25, 2026 · 6 min
The Rate Pivot and Luxury Absorption
Top-end absorption typically lags rate cuts by two quarters. We're now inside that window for the second half of 2026.
CycleApril 5, 2026 · 5 min
European Capital Flows into US Trophies
Euro-denominated buyers have re-emerged in three primary markets, with FX tailwinds doing meaningful work.
Briefs Library
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Cap-rate, IRR, and hold-period sketches for any residence on Carrolander — public or private. Available to advisory clients in Phase 3.
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